Plan Snapshot
- Plan Sponsor: Unity House Of Cayuga County, INC.
- Sponsor EIN: 161081372
- Sponsor Address: 217 GENESEE ST, AUBURN, NY, 13021
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 233 | $11.9M | $290,997 | $731,798 |
| 2023 | 201 | $10.1M | $276,632 | $695,354 |
| 2022 | 206 | $8.7M | $277,504 | $754,057 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $87,755 | $36,283 | — | — | — |
| 2023 | $76,944 | $31,132 | — | — | — |
| 2022 | $81,638 | — | — | — | — |